Put our ETF strategy to work for you
Bellwether’s proprietary, mathematically derived methodology for selecting and actively managing exchange-traded funds, which we call our Adaptive Global ETF Strategy®, gives institutional and individual investors the confidence to include ETFs in their portfolios without reservation.
Go global for growth
The global economy is changing, with power shifting from the West to the East. Simply buying and holding the usual mix of Canadian and U.S. blue chips will likely result in lost opportunity. But so will investing globally without a sound strategy for risk management. We help investment committees and individual investors experience the upside of a global approach.
The ETF advantage
ETFs started in the early 90s as an inexpensive and simple way for investors to get exposure to different indexes. Managed intelligently, ETFs are a cost effective way to take advantage of market opportunities and protect against market risk, particularly if your goal is growth.
Canada’s #1 ETF strategist
What drives our commitment to being the #1 ETF strategist in Canada?
Learn about our team, the values we're build on and the principles of our strategy.
Should institutions use ETFs in their portfolio?
Free investment portfolio review
Whether you're an institutional or individual investor, we’ll review your investment performance in the context of your financial goals, then make recommendations. It’s a great opportunity to learn more about ETFs in general and our Adaptive Global ETF Strategy® in particular.